Hedge Funds Similar to Aries Wealth

13F Portfolio OverlapQ2 2026Aries Wealth portfolio →

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Most similar hedge funds by 13F overlap

Aries Wealth Management is an institutional investor managing $509M across 242 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aries Wealth are BARTLETT & WEALTH, Chesley Taft & Associates, UNITED BANK, with shared positions in $WM, $CB, $TMO, $TJX, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$WM $CB $TMO $TJX $PEP $ABT

$8.0B

1,334 positions

#2Chesley Taft & Associates LLCActive

Some overlap · 6 shared positions

$WM $CB $TMO $PEP $ABT $ITW

$2.6B

369 positions

#3UNITED BANKActive

Some overlap · 6 shared positions

$WM $KLAC $TXN $PEP $ABT $ITW

$853M

130 positions

#4BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$CB $TJX $TXN $PEP $ABT $ITW

$346M

113 positions

#5ANB BANKPassive

Some overlap · 6 shared positions

$TMO $WM $TXN $PEP $ABT $ITW

$268M

127 positions

#6MASTERINVEST Kapitalanlage GmbHPassive

Some overlap · 6 shared positions

$TJX $KLAC $WM $PEP $CB $ABT

$1.2B

300 positions

#7JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$WM $KLAC $TJX $IDXX $ABT $PEP

$4.1B

83 positions

#8NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 5 shared positions

$WM $KLAC $TMO $TJX $ABT

$1.7B

147 positions

#9Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$WM $TMO $TJX $TXN $PEP

$339M

49 positions

#10LOWE BROCKENBROUGH & CO INCActive

Some overlap · 5 shared positions

$KLAC $TMO $TJX $CB $PEP

$2.2B

341 positions

#11TRUST CO OF VIRGINIA /VAPassive

Some overlap · 5 shared positions

$WM $CB $TJX $PEP $ABT

$1.3B

226 positions

#12Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$WM $KLAC $TJX $PEP $ABT

$1.6B

184 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$CB $TMO $TJX $TXN $PEP

$1.9B

88 positions

#14WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$CB $TMO $TJX $TXN $PEP

$4.5B

408 positions

#15CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$CB $TMO $TJX $TXN $PEP

$767M

184 positions

#16W.H. Cornerstone Investments Inc.Passive

Some overlap · 5 shared positions

$KLAC $TMO $TJX $CB $PEP

$177M

141 positions

#17Essential Investment Partners LLCPassive

Some overlap · 5 shared positions

$WM $KLAC $TJX $PEP $IDXX

$125M

312 positions

#18Spears Abacus Advisors LLCPassive

Some overlap · 5 shared positions

$CB $TMO $TJX $TXN $ABT

$5.6B

445 positions

#19Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 5 shared positions

$KLAC $TMO $TJX $TXN $ABT

$44.4B

663 positions

#20BLI - Banque de Luxembourg InvestmentsPassive

Some overlap · 5 shared positions

$KLAC $TMO $TJX $PEP $IDXX

$2.8B

195 positions

#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$WM $TJX $TXN $PEP $ABT

$460M

220 positions

#22Haverford Trust CoActive

Some overlap · 5 shared positions

$TMO $TJX $WM $TXN $PEP

$11.6B

424 positions

#23Wilmington Savings Fund Society, FSBPassive

Some overlap · 5 shared positions

$KLAC $TJX $TMO $PEP $ABT

$4.5B

1,487 positions

#24Van Hulzen Asset Management, LLCPassive

Some overlap · 5 shared positions

$CB $TJX $WM $PEP $ITW

$1.4B

387 positions

#25BROWN BROTHERS HARRIMAN & COActive

Some overlap · 5 shared positions

$WM $KLAC $TXN $TMO $ABT

$22.8B

1,818 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.